Executive Leadership Succession Planning Checklist

Whether a leadership change is planned or unexpected, the Board needs to know what to do first. Who can step in? What can’t pause? What kind of leadership will the association need next?

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This free checklist helps association Boards prepare for an unexpected absence, plan for a future transition, review their management model and agree on clear next steps. It’s fillable, so your Board can capture gaps and assign follow-up as you work through it.

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Fill out the form below to download the template.